Set-up video · Step 7 of 12
Pick the number aiReceptionist answers on
Validate checks the workflow, and it goes live. To change it later, duplicate it to edit, and compare versions in the history. Then the number is pointed at the live workflow and saved.
Recorded in the portal on September 11, 2026. The video follows Outerbanks Handyman, our demo account. The voiceover is a first take and is being re-recorded.
Read this step on the set-up page, with screenshots and tips
Transcript
I will go ahead and look this over, make sure everything is as I wanted it to be. Then I'll go ahead and hit validate. Now it is live, as you can see right there. if you do need to make any additions or changes to it, you can go ahead and duplicate to, duplicate to edit.
Otherwise you can just look at the version history if you're wanting to know if what you changed on your previous one versus this one, say something was working better on the last one. You would go ahead and duplicate to edit and you could look at that to see what you had made done differently. But yeah, overall, that is everything you need to know. and associate to your workflow once it's live.
So I'm going to go ahead and put your phone number here to the general calls. I'm going to go ahead and save that. Alright, it's saved.
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